Evermay Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Evermay Wealth Management’s Portfolio IAUM Stock Details IAUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Sell	50,141 -10,079	-17%	-$490K	0.26%	41
2025 Q4	$2.59M	Sell	60,220 -7,585	-11%	-$314K	0.29%	39
2025 Q3	$2.61M	Sell	67,805 -725	-1%	-$25K	0.3%	39
2025 Q2	$2.26M	Sell	68,530 -15,466	-18%	-$507K	0.28%	39
2025 Q1	$2.62M	Buy	83,996 +80,224	+2,127%	+$2.29M	0.34%	34
2024 Q4	$98.7K	Hold	3,772	–	–	0.02%	260
2024 Q3	$99K	Buy	+3,772	New	+$93.2K	0.02%	269

Other funds holding IAUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return